Portfolio Management Services (PMS)Compare Schemes
CAPITAL 8 INFINITY FUND vs Green Portfolio - Special
Add SchemeGrowth of ₹1 Crore
CAPITAL 8 INFINITY FUND
Green Portfolio - Special
Return for the risk
3 yrs return
10%
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.13%
2.75%
6 Months
16.71%
26.95%
1 Year
27.85%
13.12%
3 Years
—
17.80%
5 Years
—
15.04%
Since Inception
26.02%
22.70%
Fund Age
2 yrs 6 mo
8 yrs
AUM
₹177.44 Cr
₹357.26 Cr
Alpha – 1 Year
23.13%
10.14%
Alpha – 3 Years
—
5.90%
Information Ratio – 3 Years
—
0.31
Volatility – 1 Year
22.56%
32.38%
Volatility – 3 Years
—
25.45%
Beta – 1 Year
0.79
1.68
Beta – 3 Years
—
1.37
Sharpe Ratio – 1 Year
0.96
0.36
Sharpe Ratio – 3 Years
—
0.56
Worst Rolling Year
—
11.19%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
−8.91%
−26.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
27.28%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 6% · M 15% · S 32%
L 7% · M 19% · S 59%
Number of Stocks
18
42
Portfolio P/E
22.34
42.01
Top 5 Holdings
Kotak Arbitrage Fund - Direct (G) · 20.42%
Invesco India Money Market Fund - Direct (G) · 13.06%
Steel Authority of India Ltd · 12.77%
Graphite India Ltd · 9.93%
AXIS Money Market Fund - Direct (G) · 9.44%
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
Top Sectors
Others · 52.47%
Capital Goods · 15.44%
Metals & Mining · 12.77%
—
Fixed Fee
—
2.25% / yr
Performance Fee / Plan
20% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%